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The Stingy News Weekly: 06/16/2023
Stingy Links
Negatives of index replication
"The dirty secret of index fund investing is that the transaction
costs are still there and simply hidden in plain sight." [Indexing]
Stocks a good hedge
"Households who want to fund a goal over an extended period that
is adjusted for inflation (e.g., retirement income) should
actively consider owning equities, even if they are relatively risk
averse." [Markets]
Japan's value mandate
"If the reform catalyst plays out, a rising tide may lift all
boats, and one might do quite well investing in Japanese large
value. But it is curious to us that the stocks you would expect to
be most in demand based on the catalyst criterion (and
fundamentals) have seen prices rise the least so far this year as
investors got excited about Japan." [Value Investing]
Size doesn't matter
"The fact large-cap value and small-cap value stocks earn similar
returns may be shocking for investors who have been sold the
idea that value investors have to invest in small-caps to capture
the value premium. But we need to remember that data/evidence
should drive decisions, not stories." [Value Investing]
Size and long-only value investing
"Equally weighted large-cap value portfolios have historically
earned similar returns as small-cap value portfolios." [pdf] [Value Investing]
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | Yield | | Enbridge (ENB) | E | C | A |
| TC Energy (TRP) | D | C | A |
| Pembina Pipeline (PPL) | A | B | A |
| BCE (BCE) | C | D | A |
| Bank of Nova Scotia (BNS) | A | A | A |
| CIBC (CM) | B | A | A |
| Power (POW) | B | A | A |
| Manulife Financial (MFC) | A | A | A |
| TELUS (T) | D | C | A |
| Suncor Energy (SU) | A | B | A |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | Yield | | Tourmaline Oil (TOU) | A | B | D |
| Nutrien (NTR) | A | A | B |
| Imperial Oil (IMO) | A | B | C |
| Suncor Energy (SU) | A | B | A |
| Cenovus Energy (CVE) | A | B | C |
| Pembina Pipeline (PPL) | A | B | A |
| Canadian Natural (CNQ) | A | C | B |
| Manulife Financial (MFC) | A | A | A |
| Bank of Nova Scotia (BNS) | A | A | A |
| Agnico Eagle (AEM) | A | A | C |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | Yield | | Canadian Apt REIT (CAR.UN) | F | A | C |
| Kinross Gold (K) | E | A | C |
| Algonquin Power (AQN) | F | A | A |
| Teck Resources (TECK.B) | B | A | D |
| Power (POW) | B | A | A |
| Manulife Financial (MFC) | A | A | A |
| Bank of Nova Scotia (BNS) | A | A | A |
| Nutrien (NTR) | A | A | B |
| CIBC (CM) | B | A | A |
| Bank of Montreal (BMO) | B | A | B |
| Notes | More Info... |
| Canadian Stock Summary | P/E | P/B | Yield | | Bank of Nova Scotia (BNS) | Y | Y | Y |
| Manulife Financial (MFC) | Y | Y | Y |
| CIBC (CM) | | Y | Y |
| Nutrien (NTR) | Y | Y | |
| Pembina Pipeline (PPL) | Y | | Y |
| Power (POW) | | Y | Y |
| Suncor Energy (SU) | Y | | Y |
| Agnico Eagle (AEM) | Y | | |
| Algonquin Power (AQN) | | Y | |
| BCE (BCE) | | | Y |
| Bank of Montreal (BMO) | | Y | |
| Canadian Apt REIT (CAR.UN) | | Y | |
| Canadian Natural (CNQ) | Y | | |
| Cenovus Energy (CVE) | Y | | |
| Enbridge (ENB) | | | Y |
| Imperial Oil (IMO) | Y | | |
| Kinross Gold (K) | | Y | |
| TC Energy (TRP) | | | Y |
| TELUS (T) | | | Y |
| Teck Resources (TECK.B) | | Y | |
| Tourmaline Oil (TOU) | Y | | |
| Notes... |
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | Yield | | Verizon (VZ) | A | A | A |
| Walgreens (WBA) | F | A | A |
| 3M (MMM) | A | C | A |
| Dow (DOW) | B | B | A |
| IBM (IBM) | E | C | A |
| Chevron (CVX) | A | B | B |
| Amgen (AMGN) | B | E | B |
| Cisco Systems (CSCO) | C | C | B |
| Coca-Cola (KO) | D | D | B |
| Johnson & Johnson (JNJ) | E | D | B |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | Yield | | Verizon (VZ) | A | A | A |
| Chevron (CVX) | A | B | B |
| JPMorgan Chase (JPM) | A | A | C |
| 3M (MMM) | A | C | A |
| Goldman (GS) | A | A | C |
| Dow (DOW) | B | B | A |
| Travelers (TRV) | B | B | D |
| Amgen (AMGN) | B | E | B |
| Caterpillar (CAT) | B | D | D |
| American Express (AXP) | B | C | E |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | Yield | | Goldman (GS) | A | A | C |
| Walgreens (WBA) | F | A | A |
| JPMorgan Chase (JPM) | A | A | C |
| Intel (INTC) | F | A | D |
| Verizon (VZ) | A | A | A |
| Walt Disney (DIS) | E | B | F |
| Travelers (TRV) | B | B | D |
| Dow (DOW) | B | B | A |
| Chevron (CVX) | A | B | B |
| salesforce.com (CRM) | E | B | F |
| Notes | More Info... |
| US Stock Summary | P/E | P/B | Yield | | Chevron (CVX) | Y | Y | Y |
| Dow (DOW) | Y | Y | Y |
| Verizon (VZ) | Y | Y | Y |
| 3M (MMM) | Y | | Y |
| Amgen (AMGN) | Y | | Y |
| Goldman (GS) | Y | Y | |
| JPMorgan Chase (JPM) | Y | Y | |
| Travelers (TRV) | Y | Y | |
| Walgreens (WBA) | | Y | Y |
| American Express (AXP) | Y | | |
| Caterpillar (CAT) | Y | | |
| Cisco Systems (CSCO) | | | Y |
| Coca-Cola (KO) | | | Y |
| IBM (IBM) | | | Y |
| Intel (INTC) | | Y | |
| Johnson & Johnson (JNJ) | | | Y |
| Walt Disney (DIS) | | Y | |
| salesforce.com (CRM) | | Y | |
| Notes... |
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| Disclaimers: Consult with a
qualified investment adviser before trading. Past performance is a
poor indicator of future performance. The information on this site,
and in its related newsletters, is not intended to be, nor does it
constitute, financial advice or recommendations. The information on
this site is in no way guaranteed for completeness, accuracy or in any
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